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Procter & Gamble
PG

Name Holding Trade Value Shares
Change 		Change in
Stake
KFP
2001
Keystone Financial Planning
Ohio
$1.49M – – –
APS
2002
American Planning Services
Florida
$1.49M +$1.26M +7,736 +605%
IA
2003
Insight Advisors
Pennsylvania
$1.48M -$1.14K -7 -0.1%
KGC
2004
Kennon-Green & Company
Ohio
$1.48M -$36.9K -226 -2%
EM
2005
ELCO Management
New York
$1.48M -$43.3K -265 -3%
HAC
2006
Harbor Advisory Corp
New Hampshire
$1.48M -$16.3K -100 -1%
VNA
2007
Valley National Advisers
Pennsylvania
$1.48M +$1.96K +12 +0.1%
GGI
2008
Godsey & Gibb Inc
Virginia
$1.48M -$77K -471 -5%
WAM
2009
WNY Asset Management
New York
$1.48M +$31.6K +193 +2%
BFG
2010
Beacon Financial Group
Texas
$1.48M +$21.7K +133 +2%
AIC
2011
Archer Investment Corporation
Indiana
$1.47M +$113K +693 +8%
EFSCE
2012
Enterprise Financial Services Corp (EFSC)
Missouri
$1.47M -$24.5K -150 -2%
STAS
2013
Strong Tower Advisory Services
Minnesota
$1.47M +$438K +2,681 +43%
WC
2014
Whitney & Co
New York
$1.47M -$24.5K -150 -2%
KIM
2015
Kestra Investment Management
Texas
$1.47M +$1.46M +8,911 New
OIM
2016
Opus Investment Management
Massachusetts
$1.47M – – –
AC
2017
Arjuna Capital
North Carolina
$1.47M +$14.9K +91 +1%
PCMC
2018
Paragon Capital Management (Colorado)
Colorado
$1.47M – – –
SAM
2019
Sawgrass Asset Management
Florida
$1.47M -$11.4K -70 -0.8%
PWM
2020
Palumbo Wealth Management
New York
$1.47M -$2.78K -17 -0.2%
CCA
2021
Cora Capital Advisors
New Jersey
$1.46M +$163 +1 +0%
BEI
2022
Benjamin Edwards Inc
Missouri
$1.46M +$557K +3,407 +62%
SFB
2023
STAR Financial Bank
Indiana
$1.46M -$119K -730 -8%
BPCA
2024
Bank Pictet & Cie (Asia)
Singapore
$1.46M -$148K -906 -9%
PMA
2025
Prudent Man Advisors
Illinois
$1.45M +$54.6K +334 +4%
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